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StrawberryIce · 2026-03-10T00:04:29+00:00

The essay outlines a stock trading strategy, detailing current holdings, future plans, market insights, and reflections on operational successes and challenges. It emphasizes continuous learning and refining strategies based on market conditions.

StrawberryIce

2026-03-10 00:04:29

Abstract generation in progress

Today’s Operations [Taogu Ba]
002156 Long-term Holding
002389 Practice
300332 Exit

Tomorrow’s Plan
If opportunities arise, practice with 002156; if not, hold.
Hold 002389 for a while.

Market Understanding

Energy sector likely to continue for some time.
Rare earth, non-ferrous metals, and chemicals can remain under observation; after the events settle, valuation recovery is expected.
Power sector’s mining capacity is very strong.

Operations Gains and Losses

Define the cycle, focus on main themes, concentrate on leading stocks.
Industry companies, news analysis, hot spot tracking, market watching, operational details, review and summary, and many aspects of the next day’s plan still need refinement and improvement.
Recently, I’ve been reviewing industries and companies; I’ve been looking at too few stocks.

Watchlist Stocks
002389
600825

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